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2,887 hedge funds and large institutions have $148B invested in Abbott in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 962 increasing their positions, 1,222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 96

27% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.09B

23% more funds holding in top 10

Funds holding in top 10: 84103 (+19)

18% more capital invested

Capital invested by funds: $126B → $148B (+$22.3B)

8% more funds holding

Funds holding: 2,6822,887 (+205)

2.68% more ownership

Funds ownership: 74.78%77.46% (+2.7%)

21% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 1,222

Holders
2,887
Holders Change
+205
Holders Change %
+7.64%
% of All Funds
42.08%
Holding in Top 10
103
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+22.62%
% of All Funds
1.5%
New
342
Increased
962
Reduced
1,222
Closed
96
Calls
$1.39B
Puts
$1.09B
Net Calls
+$295M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1976
DCM Advisors
New York
$547K -$50.7K -507 -9%
PMG
1977
ProVise Management Group
Florida
$546K +$100 +1 +0%
GPI
1978
General Partner Inc
Pennsylvania
$543K
FWM
1979
Forza Wealth Management
Florida
$543K -$339K -3,390 -41%
ESBC
1980
E.S. Barr & Co
Kentucky
$543K -$9.99K -100 -2%
SW
1981
Solidarity Wealth
Utah
$542K -$21.5K -215 -4%
CSB
1982
City State Bank
Iowa
$541K +$799 +8 +0.2%
CGA
1983
Crescent Grove Advisors
Illinois
$541K +$999 +10 +0.2%
SEP
1984
Southland Equity Partners
Missouri
$541K +$11.9K +119 +2%
PRI
1985
Prepared Retirement Institute
Pennsylvania
$540K +$490K +4,909 New
HR
1986
Howe & Rusling
New York
$539K +$6.2K +62 +1%
NPT
1987
National Philanthropic Trust
Pennsylvania
$539K +$489K +4,899 New
SMWM
1988
Silvia McColl Wealth Management
California
$539K
KWS
1989
Keystone Wealth Services
California
$539K -$12.5K -125 -2%
MSF
1990
Mustard Seed Financial
Arkansas
$539K +$489K +4,893 New
IAMOG
1991
Investors Asset Management of Georgia
Georgia
$538K
RIM
1992
Redwood Investment Management
Arizona
$537K +$107K +1,071 +28%
CSWM
1993
Cassady Schiller Wealth Management
Ohio
$536K
3IP
1994
3Chopt Investment Partners
Virginia
$533K +$484K +4,843 New
MCM
1995
Marathon Capital Management
Maryland
$532K -$5K -50 -1%
PEA
1996
Park Edge Advisors
Ohio
$532K -$22.3K -223 -4%
WHCI
1997
W.H. Cornerstone Investments
Massachusetts
$531K -$1.1K -11 -0.2%
MCM
1998
Magnolia Capital Management
New York
$531K
GAG
1999
GM Advisory Group
New York
$531K -$8.39K -84 -2%
AC
2000
AWM Capital
Arizona
$528K -$48K -480 -9%

ABT Hedge Fund Activity: Q4 2023 in Review

2,887 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2023, worth a combined $148B — up 18% from $126B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new ABT positions and 96 closed out — a net gain of 246 holders — while 962 added to existing stakes and 1,222 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.62B. The largest seller was Putnam Investments, cutting an estimated $371M.

  • 2,887 institutional investors held Abbott (ABT) as of Q4 2023, up from 2,682 in Q3 2023.
  • Funds reported $148B of Abbott stock for Q4 2023, up 18% quarter-over-quarter.
  • 342 funds opened new Abbott positions in Q4 2023 and 96 closed out, a net change of +246 holders.
  • The largest Abbott buyer in Q4 2023 was Morgan Stanley, an estimated $3.62B added.
  • The largest Abbott seller in Q4 2023 was Putnam Investments, an estimated $371M sold.

Based on aggregated 13F filings for Q4 2023.